Step One-Enter Info

Step One - Enter trust information electronically, via online "e-form"  


The New View e-form guides the grantor through a defined process, allowing them to customize their trust and clearly define their goals and objectives.   Specific, integrated administrative services will be linked to the choices made in this process.

This system is set up so the individual does not have to trust a person, but instead trusts a system.  This makes the administration of the trust both family-neutral and institution-neutral.  It eliminates family rivalries, family disputes, asset loss and more.

Advantages to the bank:

  • The administrator does not have to GUESS at what the grantor wanted.  The trust has been linked to the choices and directives outlined by the grantor

  • The goals of the grantor are defined and linked to the implementation plan so that plan implementation is predictable and cost-effective

  • The fiduciary has a way to monitor trust administration electronically, including the ability to catch errors, non-compliance and conflicts of interest early -- minimizing loss

  • The trust will be less expensive to create, less expensive to administer and more predictable in terms of preserving beneficiary benefits




The Risk of Trusts

The New View of Trusts

The New View System

  • Step One-Enter Info
  • Step Two-Design the Trust
  • Step Three-Registration Service
  • Step Four-Implementation Map
  • Step Five-Legal Constraints
  • Step Six-Ongoing Execution

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  • Over the next 50 years $45 trillion will be transferred to heirs and charities via estates - the largest wealth transfer in history.

    How much will be siphoned by trustees...lost to estate taxes...lost to administrative fees or lawyers fees...other fees?

    How well will these trusts be managed?

    What kinds of investments should be made with the money under management?

    Trust, Are You Kidding

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